tag:blogger.com,1999:blog-7893349575961670167.post2622593892907795433..comments2023-11-02T11:20:19.844+01:00Comments on Research Ahead: Rates Strategy Update: Still longD Pfaendlerhttp://www.blogger.com/profile/05694396568110987485noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-7893349575961670167.post-26359038927974648242009-10-07T13:48:58.848+02:002009-10-07T13:48:58.848+02:00Hi,
timing wise i think we should trade with a bul...Hi,<br />timing wise i think we should trade with a bullish spin for the next few weeks. However, I expect that the problems with the seasonal adjustments I refered to in the "Autumn growth weakness is finally becoming apparent" article will remain with us for longer (stronger-than-expected seasonally adjusted data in summer, weaker in autumn, stronger in winter). This would argue for a renewed yield rise in year-end. So my guess is we are gonna trade down to a 2handle into November and then move back up towards the 3.25% area again into winter.<br />Hope this helps.<br />Regards,<br />DanielD Pfaendlerhttps://www.blogger.com/profile/05694396568110987485noreply@blogger.comtag:blogger.com,1999:blog-7893349575961670167.post-62769525185301824182009-10-07T13:02:15.867+02:002009-10-07T13:02:15.867+02:00Dear Daniel!
What is your forecast for the 10y yi...Dear Daniel!<br /><br />What is your forecast for the 10y yields for Bunds & US Treasuries for the end of the Q4 2009?<br /><br />best regards<br /><br />MarkAnonymousnoreply@blogger.com